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Disclosery

PTC PTC INC

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Stock (common), issuer CIK 857005

714 managers (735 13F filers) reported a position in PTC shares at 2025-09-30, 115,443,677 shares in all. 122 filers opened a position and 53 filers sold out during the quarter.

Managers
714
13F filers
735
New
122
Added
264
Reduced
244
Sold out
53
Shares held by filers
115,443,677

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Lathan Corinnadirector2026-10-05-1,750 S$195.75Form 4

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Quarry LP203$41.2K0.01%+9413F-HRTimeline
Mowery & Schoenfeld Wealth Management, …200$40.6K0.07%013F-HRTimeline
Versant Capital Management, Inc194$39.4K0.01%+5313F-HRTimeline
MOTCO187$38K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC179$36.3K<0.01%+1213F-HRTimeline
SJS Investment Consulting Inc.165$33.5K<0.01%+15813F-HRTimeline
Cornerstone Planning Group LLC107$30.1K<0.01%+10113F-HRTimeline
Root Financial Partners, LLC147$29.8K<0.01%new13F-HRTimeline
Hemington Wealth Management145$29K<0.01%+1513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC141$28.6K<0.01%+2513F-HRTimeline
SBI Securities Co., Ltd.137$27.8K<0.01%+1213F-HRTimeline
ROTHSCHILD INVESTMENT LLC119$24.2K<0.01%-513F-HRTimeline
GW&K Investment Management, LLC112$23K<0.01%013F-HRTimeline
Bullock Wealth Management Group112$22.7K0.01%new13F-HRTimeline
IFP Advisors, Inc109$22.1K<0.01%-2013F-HR/ATimeline
Quent Capital, LLC107$21.7K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.103$20.9K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA102$20.7K<0.01%+1913F-HRTimeline
TrinityBridge Ltd100$20K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC93$18.9K<0.01%013F-HRTimeline
Clearstead Advisors, LLC92$18.7K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc86$17.5K<0.01%+213F-HRTimeline
CVA Family Office, LLC79$16K<0.01%+2713F-HRTimeline
WHITTIER TRUST CO75$15.2K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…73$14.8K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.70$14.2K<0.01%+3713F-HRTimeline
NFSG Corp67$13.5K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC65$13.2K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC64$13K<0.01%013F-HRTimeline
Scarborough Advisors, LLC61$12.4K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC56$12K<0.01%013F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.51$10.4K<0.01%013F-HRTimeline
CoreCap Advisors, LLC51$10.4K<0.01%+213F-HRTimeline
Financial Connections Group, Inc.50$10K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc49$9.95K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV47$9.54K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC46$9.34K<0.01%new13F-HRTimeline
Caitong International Asset Management …44$8.93K0.01%-413F-HRTimeline
Grey Fox Wealth Advisors, LLC43$8.73K<0.01%new13F-HRTimeline
CGC Financial Services, LLC40$8.12K<0.01%013F-HRTimeline
Sachetta, LLC40$8.12K<0.01%+1113F-HRTimeline
KERR FINANCIAL PLANNING Corp43$7.59K0.01%13F-HR/ATimeline
Westfuller Advisors, LLC36$7.31K<0.01%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC35$7.11K<0.01%+2113F-HRTimeline
Westend Capital Management, LLC33$6.7K<0.01%013F-HRTimeline
Marquette Asset Management, LLC32$6.5K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…32$6.5K<0.01%+413F-HRTimeline
Washington Trust Advisors, Inc.31$6.34K<0.01%-413F-HRTimeline
Rise Advisors, LLC30$6.09K<0.01%+213F-HRTimeline
True Wealth Design, LLC30$6.09K<0.01%+1713F-HRTimeline
Capital Advisors, Ltd. LLC28$6K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC29$5.89K<0.01%013F-HRTimeline
Bare Financial Services, Inc27$5.48K<0.01%+313F-HRTimeline
Howard Hughes Medical Institute26$5.28K<0.01%013F-HRTimeline
First Pacific Financial26$5.28K<0.01%+413F-HRTimeline
Fortitude Family Office, LLC24$4.87K<0.01%+213F-HRTimeline
Asset Dedication, LLC23$4.67K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC23$4.67K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC22$4.47K<0.01%+313F-HRTimeline
Salomon & Ludwin, LLC22$4.47K<0.01%new13F-HRTimeline
High Note Wealth, LLC21$4.26K<0.01%013F-HRTimeline
Sound Income Strategies, LLC21$4.24K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.19$4.06K<0.01%+113F-HRTimeline
TD Waterhouse Canada Inc.20$4.05K<0.01%013F-HRTimeline
Avion Wealth24$4K<0.01%+513F-HRTimeline
Hughes Financial Services, LLC22$3.9K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19$3.86K<0.01%013F-HRTimelineGroup
Clean Yield Group18$3.65K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC18$3.65K<0.01%013F-HRTimeline
WINNACLE WEALTH LLC16$3.26K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.16$3.25K<0.01%new13F-HRTimelineGroup
Wealth Watch Advisors, INC16$3.25K<0.01%new13F-HRTimeline
Cloud Capital Management, LLC19$3K<0.01%new13F-HRTimeline
LRI Investments, LLC14$2.84K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC13$2.64K<0.01%+213F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC13$2.64K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC12$2.44K<0.01%013F-HRTimeline
JPL Wealth Management, LLC11$2.23K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC11$2.23K<0.01%+413F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors10$2.03K<0.01%013F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…10$2.03K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.9$1.83K<0.01%013F-HRTimeline
ORG Partners LLC9$1.83K<0.01%+513F-HRTimeline
Financial Network Wealth Advisors LLC9$1.83K<0.01%013F-HRTimeline
Dunhill Financial, LLC8$1.71K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC8$1.62K<0.01%+213F-HRTimeline
Aspect Partners, LLC8$1.62K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…7$1.42K<0.01%new13F-HRTimelineGroup
Nova Wealth Management, Inc.7$1.42K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC6$1.22K<0.01%013F-HRTimeline
Kilter Group LLC5$1.02K<0.01%new13F-HRTimeline
TD Capital Management LLC5$1.01K<0.01%013F-HRTimeline
Guerra Advisors Inc5$1.01K<0.01%new13F-HRTimeline
Binnacle Investments Inc5$1.01K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC5$1.01K<0.01%+113F-HRTimeline
Horrell Capital Management, Inc.4$1K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4$813<0.01%-713F-HRTimelineGroup
TFC Financial Management, Inc.4$813<0.01%013F-HRTimeline
Texas Capital Bancshares Inc/TX4$812<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC3$610<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3$610<0.01%new13F-HR/ATimeline
Seneschal Advisors, LLC3$610<0.01%new13F-HRTimeline
WestEnd Advisors, LLC3$609<0.01%013F-HRTimeline
Stone House Investment Management, LLC3$609<0.01%new13F-HRTimeline
Activest Wealth Management3$609<0.01%+313F-HRTimeline
BIRCHBROOK, INC.3$548<0.01%013F-HRTimeline
Breakwater Investment Management2$407<0.01%new13F-HRTimeline
North Capital, Inc.2$406<0.01%new13F-HRTimeline
Essential Partners LLC2$406<0.01%013F-HRTimeline
DecisionPoint Financial, LLC2$405<0.01%013F-HRTimeline
American Capital Advisory, LLC1$204<0.01%new13F-HRTimeline
Davis Capital Management1$203<0.01%13F-HRTimeline
Private Wealth Asset Management, LLC1$203<0.01%013F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%-1,00013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Lathan Corinna sold 1,750 PTC shares on 2026-10-05, Form 4 filed 2026-10-06. 0001714701-26-000005

    Accepted , ingested